Shulman DeMeo Asset Management LLC

Position in DUK — Duke Energy CORP

CIK 1767070 LAKE SUCCESS, NY

Position in DUK

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$322,272

-$10,577 QoQ

Shares Held

2,546

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,777

of 2,440 holders

Holding Since

Mar 2020

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Shulman DeMeo Asset Management LLC holds $2,905,490 across 5 Utilities - Regulated Electric names. DUK ranks #4 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	8,639	$826,838
2	ED	Consolidated Edison Inc	7,212	$797,863
3	AEP	American Electric Power Co Inc	5,496	$751,907
4	DUK	Duke Energy CORP This page	2,546	$322,272
5	NEE	Nextera Energy Inc	2,354	$206,610

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$322,272	2,546	+0.2%	Shares	Sole	2026-07-08
2026-03-31	$332,849	2,542	-67.8%	Shares	Sole	2026-04-09
2021-03-31	$761,428	7,888	-0.3%	Shares	Sole	2021-04-26
2020-12-31	$724,331	7,911	0.0%	Shares	Sole	2021-01-13
2020-06-30	$632,009	7,911	+193.2%	Shares	Sole	2020-07-21
2020-03-31	$218,214	2,698	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.